+11.5%
SWKS vs GH
+584.3%
-572.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.2% |
| 7D | +9.4% | +0.6% | +8.9% | +9.3% |
| 30D | +17.0% | -6.9% | +23.9% | +18.2% |
| 3M | +28.9% | -4.9% | +33.8% | +29.6% |
| 6M | +33.1% | +54.1% | -20.9% | +23.6% |
| YTD | +44.8% | +48.5% | -3.7% | +34.3% |
| 1Y | +36.2% | +61.2% | -24.9% | +24.5% |
| 3Y | +11.5% | +570.3% | -558.9% | -20.4% |
| All | +11.5% | +584.3% | -572.8% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded GH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling